# FAMILY WEALTH CONSULTANTS, INC.

FAMILY WEALTH CONSULTANTS, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128078
- Type: SEC-registered investment adviser
- SEC file number: 801-62297
- Location: 84 SOUTH FIRST STREET, 2ND FLOOR, SAN JOSE, CA, 95113
- Phone: 408-977-9250
- Latest filing: 2003-08-18
- Regulatory AUM: $30.0M
- Non-discretionary AUM: $30.0M
- Clients: 1
- Accounts: 75

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| KLEIN DARIAN JOSEPH | PRESIDENT | — |
| MARTIN PEGGY DESSERT | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128078/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128078/similar
- Related entities: https://search.stillhousedata.com/firm/128078/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128078

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.